SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP. is a SAN RAMON, California based financial advisory firm with nearly $96,627,501 in assets under management and provides investment advisory services for 546 clients. There are currently 5 financial advisors at the firm.
General Information |
| Firm CRD#: | 132777 | |
| SEC#: | 801-125823 | |
| Assets under Management: | $96,627,501 | |
| No. of Clients: | 546 | |
| No. of Advisors: | 5 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Education seminars/workshops | |
| Fee Structure: | A percentage of AUM |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| WILSHIRE | 6210 | 801-36233 | 373588 | 298 | $94,873,146,068 |
| NFP RETIREMENT INC. | 121254 | 801-66107 | 5514 | 219 | $96,454,495,427 |
| FERMATA ADVISORS | 305614 | 801-117411 | 3843 | 24 | $973,846,526 |
| CLG LLC | 282605 | 801-108414 | 2539 | 22 | $953,822,025 |
| CYPRESS WEALTH SERVICES, LLC | 288992 | 801-110836 | 1882 | 14 | $965,541,741 |
| FINDEC WEALTH SERVICES, INC. | 311949 | 801-120139 | 1381 | 4 | $963,900,000 |
| CHEVIOT VALUE MANAGEMENT, LLC | 166291 | 801-77652 | 1216 | 8 | $963,340,637 |
| SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP. | 132777 | 801-125823 | 546 | 5 | $96,627,501 |
| ENSPIRE WEALTH MANAGEMENT, LLC | 325723 | 801-128678 | 105 | 2 | $95,876,128 |
| LEVINE LEICHTMAN CAPITAL PARTNERS, LLC | 140980 | 801-66987 | 56 | 65 | $9,562,507,488 |
| GREENOAKS CAPITAL | 165941 | 801-88209 | 47 | 63 | $9,506,156,499 |
| OAKTREE FUND ADVISORS, LLC | 290193 | 801-112570 | 14 | 838 | $9,508,558,571 |
| LEGALIST | 297876 | 801-117830 | 13 | 33 | $973,492,978 |
| CITYVIEW MANAGEMENT SERVICES, LLC | 158370 | 801-72632 | 4 | 42 | $961,045,084 |
| XOOMFI ADVISORS | 314872 | 801-121438 | 3 | 0 | $95,308 |